SW
FTA icon

SVB Wealth’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q4
Sell
-2,000
Closed -$93K 868
2020
Q3
$93K Hold
2,000
﹤0.01% 683
2020
Q2
$90K Buy
+2,000
New +$90K ﹤0.01% 582